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Donaldson
DCI

Overview Fund Activity

450 hedge funds and large institutions have $6.1B invested in Donaldson in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 142 increasing their positions, 165 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-5
Holders Change %
-1.1%
% of All Funds
7.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
50
Increased
142
Reduced
165
Closed
50
Calls
$1.08M
Puts
$507K
Net Calls
+$572K
Net Calls Change
+$134K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$182M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$56.5M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$23.1M
4
State Street
4
State Street
Massachusetts
$337M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$58.6M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$162M
2
MPI
2
Mairs & Power Inc
Minnesota
$116M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$79.2M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$1.82M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$8.04M -$787K -13,192 -9%
MAM
77
Martingale Asset Management
Massachusetts
$7.98M +$1.6M +26,787 +25%
VOYA Investment Management
78
VOYA Investment Management
Georgia
$7.71M +$2.53M +42,457 +49%
SOADOR
79
State of Alaska Department of Revenue
Alaska
$7.31M -$37K -620 -0.5%
AG
80
Algert Global
California
$6.96M – – –
SBH
81
Segall Bryant & Hamill
Illinois
$6.96M -$2.15M -36,103 -24%
Renaissance Technologies
82
Renaissance Technologies
New York
$6.91M +$3.32M +55,700 +93%
State of Wisconsin Investment Board
83
State of Wisconsin Investment Board
Wisconsin
$6.51M -$303K -5,073 -4%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.15M +$743K +12,466 +14%
TPSF
85
Texas Permanent School Fund
Texas
$6.14M -$227K -3,812 -4%
PAM
86
Palisade Asset Management
Minnesota
$6.08M -$108K -1,816 -2%
GAM
87
Gotham Asset Management
New York
$5.97M +$1.93M +32,431 +48%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$5.95M +$2.1M +35,156 +54%
DWT
89
Dorsey & Whitney Trust
South Dakota
$5.85M -$345K -5,780 -6%
CT
90
Cambridge Trust
Massachusetts
$5.75M +$1.53M +25,592 +36%
Russell Investments Group
91
Russell Investments Group
United Kingdom
$5.59M +$3.53M +59,242 +172%
D.E. Shaw & Co
92
D.E. Shaw & Co
New York
$5.56M +$4.66M +78,065 +517%
HIC
93
Harvey Investment Company
Kentucky
$5.45M +$2.12M +35,583 +64%
Canada Life
94
Canada Life
Manitoba, Canada
$5.35M +$171K +2,871 +3%
Two Sigma Investments
95
Two Sigma Investments
New York
$5.21M +$2.74M +45,955 +111%
AB
96
Amalgamated Bank
New York
$5.2M +$3.64K +61 +0.1%
OTPPB
97
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.16M -$107K -1,787 -2%
Citadel Advisors
98
Citadel Advisors
Florida
$5.05M -$642K -10,763 -11%
SIC
99
SFE Investment Counsel
California
$5.02M -$36.5K -612 -0.7%
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$4.97M +$1.65M +27,633 +50%
2 3
4
5 6